Civic Intelligence

Roger S. Mathis, D.D.S.

Plan context: Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust

EIN 75-2249437 • Superior, CO • 24 filings • 4 plans

444 Promenade Dr.Superior, CO 80027
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$1,288,077

2019 Contributions

$33,407

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,288,077$644,039$0199920092018YearValue
$1,288,077Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420199920092018YearValue
4Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201910$0$0-
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-0$0$0-
201814$1,288,077$33,407$8,352iApproximate average salary by contribution assumption: employee only about $208,794 at 4% or $139,196 at 6%; with 50% employer match about $139,196 at 4% or $92,797 at 6%; with 100% employer match about $104,397 at 4% or $69,598 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$1,288,077$33,407$8,352iApproximate average salary by contribution assumption: employee only about $208,794 at 4% or $139,196 at 6%; with 50% employer match about $139,196 at 4% or $92,797 at 6%; with 100% employer match about $104,397 at 4% or $69,598 at 6%.
201714$1,217,900$44,148$11,037iApproximate average salary by contribution assumption: employee only about $275,925 at 4% or $183,950 at 6%; with 50% employer match about $183,950 at 4% or $122,633 at 6%; with 100% employer match about $137,963 at 4% or $91,975 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$1,217,900$44,148$11,037iApproximate average salary by contribution assumption: employee only about $275,925 at 4% or $183,950 at 6%; with 50% employer match about $183,950 at 4% or $122,633 at 6%; with 100% employer match about $137,963 at 4% or $91,975 at 6%.
201614$1,022,156$43,603$10,901iApproximate average salary by contribution assumption: employee only about $272,519 at 4% or $181,679 at 6%; with 50% employer match about $181,679 at 4% or $121,119 at 6%; with 100% employer match about $136,259 at 4% or $90,840 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$1,022,156$43,603$10,901iApproximate average salary by contribution assumption: employee only about $272,519 at 4% or $181,679 at 6%; with 50% employer match about $181,679 at 4% or $121,119 at 6%; with 100% employer match about $136,259 at 4% or $90,840 at 6%.
201514$913,558$43,131$10,783iApproximate average salary by contribution assumption: employee only about $269,569 at 4% or $179,713 at 6%; with 50% employer match about $179,713 at 4% or $119,808 at 6%; with 100% employer match about $134,784 at 4% or $89,856 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$913,558$43,131$10,783iApproximate average salary by contribution assumption: employee only about $269,569 at 4% or $179,713 at 6%; with 50% employer match about $179,713 at 4% or $119,808 at 6%; with 100% employer match about $134,784 at 4% or $89,856 at 6%.
201414$908,585$40,380$10,095iApproximate average salary by contribution assumption: employee only about $252,375 at 4% or $168,250 at 6%; with 50% employer match about $168,250 at 4% or $112,167 at 6%; with 100% employer match about $126,188 at 4% or $84,125 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$908,585$40,380$10,095iApproximate average salary by contribution assumption: employee only about $252,375 at 4% or $168,250 at 6%; with 50% employer match about $168,250 at 4% or $112,167 at 6%; with 100% employer match about $126,188 at 4% or $84,125 at 6%.
201314$802,747$44,200$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$802,747$44,200$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
201214$712,858$45,845$11,461iApproximate average salary by contribution assumption: employee only about $286,531 at 4% or $191,021 at 6%; with 50% employer match about $191,021 at 4% or $127,347 at 6%; with 100% employer match about $143,266 at 4% or $95,510 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$712,858$45,845$11,461iApproximate average salary by contribution assumption: employee only about $286,531 at 4% or $191,021 at 6%; with 50% employer match about $191,021 at 4% or $127,347 at 6%; with 100% employer match about $143,266 at 4% or $95,510 at 6%.
201114$604,897$45,036$11,259iApproximate average salary by contribution assumption: employee only about $281,475 at 4% or $187,650 at 6%; with 50% employer match about $187,650 at 4% or $125,100 at 6%; with 100% employer match about $140,738 at 4% or $93,825 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$604,897$45,036$11,259iApproximate average salary by contribution assumption: employee only about $281,475 at 4% or $187,650 at 6%; with 50% employer match about $187,650 at 4% or $125,100 at 6%; with 100% employer match about $140,738 at 4% or $93,825 at 6%.
201014$560,681$43,269$10,817iApproximate average salary by contribution assumption: employee only about $270,431 at 4% or $180,288 at 6%; with 50% employer match about $180,288 at 4% or $120,192 at 6%; with 100% employer match about $135,216 at 4% or $90,144 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$560,681$43,269$10,817iApproximate average salary by contribution assumption: employee only about $270,431 at 4% or $180,288 at 6%; with 50% employer match about $180,288 at 4% or $120,192 at 6%; with 100% employer match about $135,216 at 4% or $90,144 at 6%.
200914$467,927$37,152$9,288iApproximate average salary by contribution assumption: employee only about $232,200 at 4% or $154,800 at 6%; with 50% employer match about $154,800 at 4% or $103,200 at 6%; with 100% employer match about $116,100 at 4% or $77,400 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$467,927$37,152$9,288iApproximate average salary by contribution assumption: employee only about $232,200 at 4% or $154,800 at 6%; with 50% employer match about $154,800 at 4% or $103,200 at 6%; with 100% employer match about $116,100 at 4% or $77,400 at 6%.
200814$367,307$34,771$8,693iApproximate average salary by contribution assumption: employee only about $217,319 at 4% or $144,879 at 6%; with 50% employer match about $144,879 at 4% or $96,586 at 6%; with 100% employer match about $108,659 at 4% or $72,440 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$367,307$34,771$8,693iApproximate average salary by contribution assumption: employee only about $217,319 at 4% or $144,879 at 6%; with 50% employer match about $144,879 at 4% or $96,586 at 6%; with 100% employer match about $108,659 at 4% or $72,440 at 6%.
200714$0$0-
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4---
200614$476,624$29,119$7,280iApproximate average salary by contribution assumption: employee only about $181,994 at 4% or $121,329 at 6%; with 50% employer match about $121,329 at 4% or $80,886 at 6%; with 100% employer match about $90,997 at 4% or $60,665 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$476,624$29,119$7,280iApproximate average salary by contribution assumption: employee only about $181,994 at 4% or $121,329 at 6%; with 50% employer match about $121,329 at 4% or $80,886 at 6%; with 100% employer match about $90,997 at 4% or $60,665 at 6%.
200513$388,857$27,813$9,271iApproximate average salary by contribution assumption: employee only about $231,775 at 4% or $154,517 at 6%; with 50% employer match about $154,517 at 4% or $103,011 at 6%; with 100% employer match about $115,888 at 4% or $77,258 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-3$388,857$27,813$9,271iApproximate average salary by contribution assumption: employee only about $231,775 at 4% or $154,517 at 6%; with 50% employer match about $154,517 at 4% or $103,011 at 6%; with 100% employer match about $115,888 at 4% or $77,258 at 6%.
200414$334,939$30,248$7,562iApproximate average salary by contribution assumption: employee only about $189,050 at 4% or $126,033 at 6%; with 50% employer match about $126,033 at 4% or $84,022 at 6%; with 100% employer match about $94,525 at 4% or $63,017 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$334,939$30,248$7,562iApproximate average salary by contribution assumption: employee only about $189,050 at 4% or $126,033 at 6%; with 50% employer match about $126,033 at 4% or $84,022 at 6%; with 100% employer match about $94,525 at 4% or $63,017 at 6%.
200313$264,984$25,852$8,617iApproximate average salary by contribution assumption: employee only about $215,433 at 4% or $143,622 at 6%; with 50% employer match about $143,622 at 4% or $95,748 at 6%; with 100% employer match about $107,717 at 4% or $71,811 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-3$264,984$25,852$8,617iApproximate average salary by contribution assumption: employee only about $215,433 at 4% or $143,622 at 6%; with 50% employer match about $143,622 at 4% or $95,748 at 6%; with 100% employer match about $107,717 at 4% or $71,811 at 6%.
200222$186,838$24,995$12,498iApproximate average salary by contribution assumption: employee only about $312,438 at 4% or $208,292 at 6%; with 50% employer match about $208,292 at 4% or $138,861 at 6%; with 100% employer match about $156,219 at 4% or $104,146 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-2$186,838$24,995$12,498iApproximate average salary by contribution assumption: employee only about $312,438 at 4% or $208,292 at 6%; with 50% employer match about $208,292 at 4% or $138,861 at 6%; with 100% employer match about $156,219 at 4% or $104,146 at 6%.
Roger S. Mathis, D.D.S. Pension Plan & Trust-0---
200124$233,833$36,255$9,064iApproximate average salary by contribution assumption: employee only about $226,594 at 4% or $151,063 at 6%; with 50% employer match about $151,063 at 4% or $100,708 at 6%; with 100% employer match about $113,297 at 4% or $75,531 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$207,236$23,039$5,760iApproximate average salary by contribution assumption: employee only about $143,994 at 4% or $95,996 at 6%; with 50% employer match about $95,996 at 4% or $63,997 at 6%; with 100% employer match about $71,997 at 4% or $47,998 at 6%.
Roger S. Mathis, D.D.S. Pension Plan & Trust-4$26,597$13,216$3,304iApproximate average salary by contribution assumption: employee only about $82,600 at 4% or $55,067 at 6%; with 50% employer match about $55,067 at 4% or $36,711 at 6%; with 100% employer match about $41,300 at 4% or $27,533 at 6%.
200024$215,778$24,979$6,245iApproximate average salary by contribution assumption: employee only about $156,119 at 4% or $104,079 at 6%; with 50% employer match about $104,079 at 4% or $69,386 at 6%; with 100% employer match about $78,059 at 4% or $52,040 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$202,896$12,097$3,024iApproximate average salary by contribution assumption: employee only about $75,606 at 4% or $50,404 at 6%; with 50% employer match about $50,404 at 4% or $33,603 at 6%; with 100% employer match about $37,803 at 4% or $25,202 at 6%.
Roger S. Mathis, D.D.S. Pension Plan & Trust-4$12,882$12,882$3,221iApproximate average salary by contribution assumption: employee only about $80,513 at 4% or $53,675 at 6%; with 50% employer match about $53,675 at 4% or $35,783 at 6%; with 100% employer match about $40,256 at 4% or $26,838 at 6%.
199914$195,531$43,082$10,771iApproximate average salary by contribution assumption: employee only about $269,263 at 4% or $179,508 at 6%; with 50% employer match about $179,508 at 4% or $119,672 at 6%; with 100% employer match about $134,631 at 4% or $89,754 at 6%.
Roger S. Mathis, D.D.S. Profit Sharing Plan & Trust-4$195,531$43,082$10,771iApproximate average salary by contribution assumption: employee only about $269,263 at 4% or $179,508 at 6%; with 50% employer match about $179,508 at 4% or $119,672 at 6%; with 100% employer match about $134,631 at 4% or $89,754 at 6%.